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Crypto & Investing — The 10-Agent Pipeline

The 10-Agent Pipeline

Every /invest analyze <ticker> runs the same pipeline: 10 specialized Claude subagents across 4 phases. The design is adapted from TauricResearch/TradingAgents but rebuilt around Claude Code primitives (subagents, Memory MCP, MCP tool use).

graph TD
    A["/invest analyze VTI"] --> B["Phase 1: Data Gathering (parallel)"]
    B --> B1["1. Market Analyst"]
    B --> B2["2. News Analyst"]
    B --> B3["3. Sentiment Analyst"]
    B --> B4["4. Fundamentals Analyst"]
    B1 & B2 & B3 & B4 --> C["Phase 2: Investment Debate (sequential)"]
    C --> C1["5. Bull Researcher"]
    C --> C2["6. Bear Researcher"]
    C1 & C2 --> C3["7. Research Manager"]
    C3 --> D["Phase 3: Trade Proposal"]
    D --> D1["8. Trader"]
    D1 --> E["Phase 4: Risk Assessment"]
    E --> E1["9. Risk Panel (3-way debate)"]
    E1 --> E2["10. Portfolio Manager"]
    E2 --> F["Educational Layer"]
    F --> G["Discord + Memory MCP"]

Phase 1 — Data Gathering (Parallel)

Four analysts run simultaneously, each with their own tool access. Parallelism cuts wall-clock time roughly 4×.

# Agent Role Data Sources
1 Market Analyst OHLCV prices, technical indicators (SMA, EMA, MACD, RSI, Bollinger, ATR, VWMA, MFI) Alpha Vantage, Finnhub, Finviz via crawl4ai
2 News Analyst Breaking news, macro events, earnings surprises, insider transactions WebSearch, crawl4ai, Playwright
3 Sentiment Analyst Social buzz, retail attention, hype detection YouTube Data API v3, Google Trends, Reddit (via WebSearch + crawl4ai), Finnhub social
4 Fundamentals Analyst P/E, revenue, margins, balance sheet, cash flow, dividend history Alpha Vantage, Finnhub, Yahoo Finance via crawl4ai

Phase 2 — Investment Debate (Sequential)

The four analyst reports feed a three-way debate.

# Agent Role Input
5 Bull Researcher Build the strongest possible case FOR investing All 4 analyst reports + Memory MCP past reflections
6 Bear Researcher Build the strongest possible case AGAINST investing All 4 analyst reports + Memory MCP past reflections
7 Research Manager Judge the debate and pick a direction with explicit reasoning Bull + Bear arguments

Why separate bull and bear agents?

A single agent asked "is this a good buy?" tends to rationalize either direction. Forcing separate agents to each build the strongest case for their side, then a third to judge, consistently surfaces weaknesses a single analyst would miss.

Phase 3 — Trade Proposal

# Agent Role Input
8 Trader Concrete entry price, exit targets, position sizing Research Manager's thesis + portfolio context

The Trader turns the thesis into actionable numbers: "30% tranche at market, scale the remaining 70% over 60-90 days via DCA, stop-loss at -12%."

Phase 4 — Risk Assessment (3-Way Debate)

# Agent Role Input
9 Risk Panel Three perspectives — Aggressive, Conservative, Neutral — argue the Trader's proposal Trader proposal + all prior reports
10 Portfolio Manager Final Buy / Overweight / Hold / Underweight / Sell decision Everything above + your Ghostfolio holdings

The Portfolio Manager is the only agent that sees your actual portfolio. Its rating factors in concentration risk, sector exposure, and available cash from Firefly III.

Post-Pipeline — Educational Layer

Not a separate agent — a post-processing pass over the Portfolio Manager's output that:

  • Translates thesis into beginner-friendly language (calibrated to your Foundation/Growth/Advanced stage)
  • Explains every metric and indicator used (P/E, RSI, VWMA, etc.)
  • Adds a "Concept of the Week" pulled from what showed up in this analysis
  • Adds "What to watch for" next steps (earnings dates, Fed meetings, sector events)

Output Routing

Destination What Goes There
Memory MCP Always — primary data store for past analyses and reflections
Discord (Apprise) Always — real-time alert with rating, thesis, concept
Obsidian Only weekly/monthly reports, learning notes, reflections (analyses go stale within hours)
PDF Monthly report only
TL;DR

10 agents across 4 phases: 4 analysts gather data in parallel, Bull and Bear debate, Research Manager judges, Trader proposes entry/exit/sizing, Risk Panel runs a 3-way debate, Portfolio Manager renders a final rating with your actual holdings in mind. Educational layer post-processes everything for your learning stage. Memory MCP + Discord always, Obsidian/PDF only for summaries.

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